See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,641 | $106,515-41.2% | $96,683-35.2% | $139,434-55.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 13.96% | 38.43%-24.5pp | 35.69%-21.7pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,305 | $4,103-43.8% | $3,737-38.3% | $4,751-51.5% |
| Participant deferral / active EE | $8,438 | $5,454+54.7% | $4,878+73.0% | $6,710+25.7% |
| Admin fee / account holder | $1,632 | $7,877-79.3% | $6,730-75.7% | $11,403-85.7% |